Simplify Your RetirementBaby Boomer Retirement Course
Simplify Your Retirement provides comprehensive personal finance information for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and other considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement strategy.
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Course Location & Schedule
(includes all course materials and fees)
**$10 discount if registered on or before 3
days prior to beginning of class**
- Couples may attend for a single tuition cost
- Fill out form
- Select dates on form
- Click the “Reserve Your Spot” button to register
- Follow the PayPal instructions
About Your Workshop Instructors
Paul Goenner of Insurand Wealth Planning thinks of himself as a financial architect. Building a financial plan works the same way as building houses. For 22+ years, Paul has been that financial architect that listens to your goals and objectives, and then crafts and develops a plan using modern financial concepts within regulatory guidelines that navigate you to retirement. When he’s not in the office, Paul enjoys spending time with his six grandchildren, watching them grow and learn.
Michael Kirschling of Insurand Wealth Planning is a UW-La Crosse graduate who now resides in Wisconsin Rapids, WI. His passion is working with clients to tailor fit strategies to their individual needs. He is securities, life, accident and health licensed. Furthermore, he has a plethora of experience placing annuities for his clients when it is the best fit for their retirement plans. When Michael is not helping clients achieve their goals, he enjoys spending time with his family. When he is not doing either of those things, you can find him volunteering with his Rotary club, giving his time as a member of the Heart of Wisconsin Chamber of Commerce, golfing or competing in either a marathon, a triathlon or a Master’s swim meet.
About Simplify Your Retirement
Simplify Your Retirement is an independent financial education company. The goal of the Simplify Your Retirement course is to take the complexity out of retirement planning and to provide retirees with confidence when it comes to retirement income. Our goal is to empower Baby Boomers to prepare for a stable and predictable retirement income.
Licensed Insurance Professional.